Our February / March 2016 Lunch & Learn will feature Anne Mc
Cullough from Sadie Blue Software – software developer for Agility Blue\,
a web based litigation support and task management software. This event w
as originally scheduled for Wednesday February 24th\, but has been resched
uled to March 3rd.

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“Best Practices and Tools for Lit Support Proje
ct and Task Management”

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• Managing project workflow: Initiate\, pl
an\, monitor and complete all projects and tasks.\n• Adding the abil
ity to see everything you need to know about your clients\, matters and pr
ojects.\n• Tracking all teams\, projects and tasks in one-easy to us
e dashboard.\n• Enhancing team unity\, communication and accountabil
ity.\n• Improving efficiency and accuracy through dynamic reporting
and analytics.\n• Utilizing forward thinking cloud-based software an
d mobility in litigation support today.

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Anne Garcia McCullough: An
ne is the Vice President of Sales for Sadie Blue Software. Anne is an atto
rney and prior Litigation Case Manager for a major Minneapolis law firm. A
nne has also worked in a litigation support vendor role. Anne has worked i
n the legal industry and in business development for the past 25 years.

The need to understand where sensitive data is located throughout yo
ur organization\, and the means to control that data has never been more p
ronounced as it is today. The risk of loss or theft\, and regulations like
the newly adopted Federal Rules of Civil Procedure as well as the EU Gene
ral Data Protection Regulation are greatly impacting the way organizations
need to perceive and handle data. Additionally\, new ways of storing and
transporting digital information are redefining ESI and requiring eDiscov
ery\, Legal\, and Compliance professionals to manage information with uniq
ue business-centric models that consider the value of data.

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This pr
esentation will showcase Guidance Software’s newest product EnForce Risk M
anager\, which is designed to proactively identify\, categorize\, and reme
diate sensitive or aged data throughout the enterprise. Organizations wil
l have greater insight to make data-driven or evidence-based decisions aro
und retention and data governance policies\, ensuring compliance and mitig
ating any unnecessary legal and security risks.

Anthony
Di Bello is responsible for providing in-depth insight into the advanced
threat landscape for Guidance Software and its customers. Since joining th
e company in 2005\, Di Bello has been instrumental in defining the company
’s suite of security products\, introducing new products and successfully
driving market adoption with Fortune 500 companies and federal government
agencies. Prior to joining Guidance Software\, Di Bello spent seven years
with Towers Perrin\, a global professional services firm specializing in r
isk and financial management. He is a frequent speaker and quoted regularl
y in security industry publications.

COALSP’s Annual Open Members
hip Lunch is open to the public and is targeted to individuals wanting to
learn more about our association and membership benefits. We are excited
to have this event sponsored by Driven\, Inc!

Come hear
a panel discussion on The Art of the Litigation Hold. Most lawy
ers know that relevant evidence must be preserved for litigation\, but sur
prisingly few have implemented an effective litigation hold process. Witho
ut a workable approach to litigation holds\, the entire discovery process
is subject to collapse\, leaving organizations vulnerable to data loss and
court sanctions. Indeed\, splashed across the legal headlines on a freque
nt basis are tales of companies that failed to deploy an operative hold an
d thereby preserve relevant data. To reverse this trend\, lawyers must spe
arhead among their clients and within their firms the development of a def
ensible hold process.

The state of the law on litigation holds in 2016\, including the j
udiciary’s expectation for how litigants should preserve new and dynamic s
ources of relevant information

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Tips for successfully fulfilling
the duty to preserve relevant information

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All individuals
interested in attending should RSVP for this Event Here. Attendance count
s are important for planning purposes\, so if you plan to attend please RS
VP here. Thanks!

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EVENT RSVP:

\n PLEASE RSVP USING THE FORM BELOW. THANK YOU!<
/span>\n

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label>\n \n

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PLEASE INDICATE EVENT YOU ARE R
SVPing FOR HERE.

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The Panel Members

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S
hawn Cheadle serves as general counsel to Military Space\, a Lockheed Mart
in Space Systems Company business unit\, and as associate general counsel
to Lockheed Martin Space Systems Company. He advises executive management
on international/government contracts in major space and ground systems. M
r. Cheadle is a leader in the corporate-wide e-Discovery & Privacy Working
Group. He counsels space systems on e-Discovery and records management\,
among other things. Formerly\, he served two other aerospace and defense
suppliers for over 10 years as general counsel\, secretary\, and regional
vice president. Mr. Cheadle has served on the ACC global Board of Direct
ors\, as past chair of the ACC Law Department Management Committee\, and a
s a director with ACC Colorado\, including president. Mr. Cheadle also ser
ves on the Dean’s Diversity Council in Colorado. He recently published thr
ee articles in the ACC Docket\, “Why I Volunteer” in the July/Aug 2013 edi
tion\, and “Are those emails really privileged?” in Jan 2014\, and “Counte
rfeit Parts and the New Law: Are We All DOD Contractors?” in Oct 2014. He
received his BA from San Jose State University and his JD from the Univer
sity of Denver\, College of Law.

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As a litigation s
upport project manager for Brownstein\, Hyatt Farber Schreck\, LLP\, Kendr
a Smith is the first point of contact for the firm’s legal teams during eD
iscovery. She consults on solutions to efficiently manage electronic docum
ent populations from collection\, to review\, production and trial. An exp
erienced quality control professional\, Kendra brings a deep base of knowl
edge regarding managed review projects and complex eDiscovery issues.

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Philip Favro brings over fifteen years of experience to his position a
s a consultant for Driven. Phil is a thought leader and a legal scholar on
issues relating to the discovery process\, the confluence of litigation a
nd technology\, and information governance. His articles have been publish
ed in leading industry publications and academic journals and he is freque
ntly in demand as a speaker for eDiscovery education programs. Phil’s ex
pertise has been enhanced by his practice experience as a litigation attor
ney. During his eleven years of practice\, Phil advised a variety of clien
ts regarding business disputes and complex discovery issues. Phil is a me
mber of the Utah and California bars. He actively contributes to Working G
roup 1 of The Sedona Conference and to the Coalition of Technology Resourc
es for Lawyers (CTRL). Phil has also served as a Judge Pro Tempore for the
Santa Clara County Superior Court based in Santa Clara\, California.

TOPIC: The Changing Role of the Leg
al Support Staff – Past\, Present and Future: Enjoy a discussion on how te
chnology\, clients and the changes in the legal industry are affecting the
role of legal support staff members.

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ABOUT THE SPEAKER: Cynthia Thomas is the owner of PLMC & Associates. After 10 years of managing small and mid siz
e firms in California\, she started a law firm management consulting compa
ny providing best practices in human resources and staffing. She is the
associate editor of Law Practice Magazine\, vice chair of the ABA Law Pra
ctice Division Lawyer Leadership & Management Committee and the Vice Chair
of the Lawyer Leadership and Management Committee. She often writes and
speaks on human resource and staffing matters. Ms. Thomas is the author o
f the article “The Changing Role of Legal Suppor
t Staff”\, ABA Law Practice Magazine\, January/ February 2014.

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All individuals interested in attending should RSVP for this Event Here.
Attendance counts are CRITICAL FOR THIS EVENT IN PARTICULAR\, so if you p
lan to attend please RSVP here. Thanks!

The COALSP Board has some great news\, Mark Wentworth of Brainspace will be presenting on the
value of data visualization and analytics in an e-Discovery workflow. The
Lunch & Learn will be held at Perkins Coie on November 17TH.

The COALSP March 23 Lun
ch & Learn will take place at the University of Colorado Office of Univers
ity Counsel. This Lunch & Learn will cover the Legal Technology Professionals Institute’s Meet and Confe
r Checklist. Attendees can learn approaches to the meet and confer proces
s\, techniques to assist with the “reasonable inquiry” standard as require
d by FRCP 26(g)\, as well as proportionality considerations. Speakers wil
l include:

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Tanya Cohen\, Litigation Support Manager
\, University of Colorado\, Office of University Counsel

The May 2017 COALSP Lunch and Learn will feature legal profe
ssionals Caroline Sweeney and Case Collard from the law
firm of Dorsey and Whitney.

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Discussion Topic:

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The December
1\, 2015 FRCP changes addressed the concept of proportionality to define
boundaries of discoverable evidence. How does the case law since in the i
ntervening months clarify what the proportionality changes mean to litigan
ts? Join Dorsey Partner Case Collard and Dorsey’s Director of E-Discovery
& Client Technology Caroline Sweeney as they address this topic and what
it means for e-discovery practitioners.

COALSP’s Annual Open Membership L
unch is open to the public and is targeted to individuals
wanting to learn more about our association and membership benefits. Thi
s years’ lunch is being hosted by Inventus.

As we prepare for the holiday season\, our speaker will will
talk about the importance of security and ways all of us can protect ours
elves from identity thieves\, fraud\, and other mis-use of our personal in
formation\, credit cards\, and bank accounts. Brad Karlin\, Senior Manage
r for IT Security at DISH will be the speaker.

COALSP’s First Lunch & Learn of 2018 will feature Marc Zamsk
y\, COO of Compliance Discovery Solutions. Marc will discuss document pro
duction data security issues and ethical considerations in the context of
the Model Rules\, ABA opinion 477R and the FRCP. This will be a webinar.
Members who have RSVPd will receive an email with a link to the webinar
a day in advance of the event.

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Marc Zamsky serves as Chief Operati
ng Officer of Compliance Discovery Solutions. Marc is responsible for leve
raging Compliance’s strong history in managed review and delivering eDisco
very Technology Services\, including Compliance’s revolutionary Discovery-
as-a-Service\, or “DaaS” Platform\, built on Relativity\, Nuix and Brainsp
ace. Compliance is a division of System One Services.

COALSP’s April 2018 Lunch and Learn will be an “in person” e
vent. Lunch will be provided. This event will also be available for remo
te viewing by those who request a link in advance. The link will be email
ed one day in advance of the event. Topic:

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Office 365’s Complianc
e Center – the shift to Office 365 is happening! Join your COALSP colleag
ues in a panel discussion to compare notes on how you and/or your clients
are using the O365 Compliance Center for discovery. We will cover basic f
eatures and functionality\, what is and isn’t working well and transitioni
ng to it from other solutions. The discussion will be led by Kathleen Wen
er\, DISH Network and will include panelists Leonid Balaban\, University o
f Colorado Office of University Counsel and John Collins\, Director of Inf
ormation Governance\, OCC.

Members interested in attending should RSVP using the bel
ow link. Please use the comment field to indicate if you would like to re
ceive the remote attendance link\, otherwise we will be happy to see you i
n person at the event!

COALSP will be hosting our annual Open Membership Luncheon o
n Thursday\, June 14th\, 2018 at 12:00 PM at Faegre Baker Daniels. This e
vent is open to the public and offers an opportunity for non-members to le
arn more about the association and the benefits of membership! Members –
please join us to catch up with colleagues!

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Michael Swarz\, Dylan
Denso and Karenna Soto from Veritone will be presenting. Are your discove
ry techniques keeping up with advances in technology? Audio and video elec
tronically stored information (ESI) presents an increasing challenge to Li
tigation Support professionals. Learn how to prepare for litigation\, or
regulatory investigations\, that involves electronic evidence – especially
audio\, video\, and files requiring translation – and to properly communi
cate your eDiscovery concerns. Michael Swarz of Veritone will impart pract
ical strategies\, review risk management protocols\, and best practices fo
r conducting eDiscovery with audio and video files by covering applicable
case law\, state and federal regulations and the process itself. The prese
ntation will include a discussion on Artificial Intelligence for Litigatio
n Support professionals led by Veritone’s Karenna Soto and Dylan Denso tha
t will present important technological considerations and options.

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Michael Swarz currently serves as Veritone Legal’s Product Marketing Mana
ger. He has a deep understanding of the legal technology world with broad
expertise in marketing\; industry research and analysis\; business develop
ment\; media relations and events\; and programming. Michael has been publ
ished extensively on the topics of electronic discovery\, information gove
rnance\, digital evidence\, and legal technology. He is also a frequent sp
eaker\, having presented on eDiscovery before numerous legal\, IT\, record
s\, and compliance audiences. Michael is a graduate of both Brandeis Unive
rsity and the New England School of Law in Boston.

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Dylan Denso is a Channel Account Man
ager for the Veritone Legal & Compliance team. He oversees a large group
of Veritone partners ensuring they have success utilizing Veritone’s AI te
chnology. Dylan also takes on a business development role strategizing and
implementing customized workflows for new end clients\, primarily in the
compliance space. He is well versed and passionate about legal technology
.

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Karenna Soto is
a Channel Account Manager for the Veritone Legal & Compliance team. Kare
nna is inspired to educate and assist legal eDiscovery and Compliance prof
essionals with their challenges with unstructured data using Veritone’s AI
solutions.

Dr. Gavin W. Manes will be discussing practical tips on how to efficiently
conduct an e-discovery project during preservation\, processing\, review
and production. He will provide in-depth guidance on how to structure doc
ument review to make the most of your team’s time\, including practical ti
ps and planning recommendations. Dr. Manes will also include a discussion
of ESI protocols and the common stumbling blocks when creating them.

Members and anyone e
lse wishing to attend this event should RSVP here. Lunch will be ordered
based on RSVP counts. If you plan to renew your membership at the door\,
please note that here. If you want to attend this conference only\, one t
ime admission fee is $100.00. Conference Schedule Appears Below! Four (4
) General CLE Credits are Available to Attendees.

David Stauss\,
Esq.\, Ballard Spahr LLP\n“Colorado’s New Consumer
Data Privacy Law (House Bill 18-1128)”\nOn September 1\, 2018\, Col
orado enacted a groundbreaking privacy and cybersecurity law. David Staus
s\, Esq.\, partner at Ballard Spahr\, LLP\, will discuss the details of th
is law and his involvement with assisting in the development of this legis
lation.

Magistrate Judge Mark Carman\, USDC\, Wyoming\n“Appropriate
Scope of Discovery in Litigation and Social Media”\nJudge Carman wil
l discuss the facts and law in Gordon v. T.G.R. Logistics\, et al. where h
e provided an in-depth analysis of the appropriate scope of discovery of a
n individual’s social media account history against relevancy and proporti
onality standards.

Denver Legal Winter Social\nSponsored by DISCO\n
Kick off the new year and join members of ILTA\, COALSP\, RMPA\, WiE\, Mil
e High ALA and NFPa for a free joint social event!\nHors d’oeuvres\,
beer and wine will be served!